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Zhu Daming: &Nbsp; Wall Street Will Escape From The Mountain Again.

2010/11/25 9:08:00 66

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Wall Street Capital Retreat Two Times To Escape The Sovereign Debt Crisis

A friend reminded me recently.

Wall Street capital retreat

Because they smell it.

Double dip

The main points are as follows:

By the time of housing foreclosure and bank stress tests, the US government pushed Wall Street's capital from all over the world.

Escaping from the roof

。

Of course, it is also the best excuse for Wall Street to divest.

The US financial crisis caused by the collapse of Lehman in 2008 is also the best excuse for Wall Street to escape from the high position of all countries in the world.

In 2005, a large number of American financial institutions went to the Bank of China for strategic investment.

In 2008, the US economic crisis forced American financial institutions to withdraw from the rest of the world and received sympathy from the rest of the world.

Some countries even used sovereign funds to inject capital into the banks to earn more than 100% of Wall Street's money from banks.

Moreover, the time of Lehman's collapse coincided with the lifting time of foreign investment in the Bank of China.

It shows how perfect the plan of the US financial institutions was.

The friend said that this scene will be repeated again today.

The analysis says, why should Wall Street withdraw at this time? First, Wall Street knows that the two bottom of the world economy will come soon.

The world economy is now in a dilemma. If we continue to stimulate the increase in government debt, the debt crisis will erupt at any time.

However, if the economic stimulus is stopped, the economy of many countries will decline immediately, and even the bubble of many countries will collapse immediately.

Second, once the euro debt problem is exposed, the pessimism of the world will continue to heat up.

Third, many countries have attached great importance to the inflow of the US dollar and issued stringent policies to curb asset bubbles.

Fourth, asset bubbles in some countries are quite serious, and collapse is likely to occur at any time when the government is under pressure.

Wall Street certainly does not dare to stand under the danger wall.

Therefore, they must begin to withdraw completely at this time.

No matter if the economic problems are exposed, all the funds will panic to escape to the United States. Is Wall Street not as miserable as the retail investors?

Is this really the case? According to a recent visit to several developed countries, I feel this possibility, but I do not exclude that this prediction is too pessimistic.

From South Korea to Australia, New Zealand and other countries, although these countries seem nothing, but in fact, it is also a great hidden danger.

The depreciation of the US dollar has forced Australia to export its resources to Australia and is forced to tighten its policy.

But in fact, the main problem is not here but in how we deal with the two crisis as a big manufacturing country in China.

In my opinion, if there are signs of such a two dip, there will be two problems.

One is the debt crisis, the other is the sudden collapse after the withdrawal of stimulus policy.

Because the crisis is unpredictable, it will be destructive, including the financial crisis in Southeast Asia and the subprime mortgage crisis, all of which are sudden. Although many people have predicted, the strategy is not enough. Until the economy is out of control, the world is forced to act.

Recently,

Sovereign debt crisis

Has spread.

A few days ago, Moodie, an international credit rating agency, said Investors Service Inc would lower Ireland's sovereign credit rating in view of its serious banking crisis.

In Ireland, the debt crisis is gradually evolving into a political crisis because of the need for assistance and the government's failure to do so.

Moreover, we have reason to believe that Ireland is not the last victim of the sovereign debt crisis, and the sovereign debt crisis is just beginning.

We believe that the sovereign debt crisis is likely to be the two cause of the economic downturn.

Another crisis is the economic crisis after the launch of stimulus policy.

People in Europe oppose the government's austerity policy, not only because austerity policies can lead to their own welfare losses, but also lead to economic endocrine disorders.

Japan and the United States need quantitative easing policies.

China has already started tightening policy, starting from the beginning of this year, such as the real estate regulation policy, the five increase in reserves and the latest increase in interest rates.

We are worried that these policies will become the trigger for the two crisis.

In a word, the current international situation is unknown and the possibility of the two bottom exploration has not been ruled out.

If Wall Street capital is to escape from the top of the world, we have to prepare ahead of schedule to cope with the unexpected needs. At that time, it was very embarrassing to be in a hurry and embarrassed. Because the stimulus policy was almost exhausted last year, it was difficult to pull into the economic hardship.